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David Willett
Vice President of Wealth Planning
 

Since establishing his financial advisory career with Trilogy Financial in 2004, David has built a successful practice by way of a simple approach to planning: Be honest, upfront, and always follow through. With a background in financial analysis, David brings a professional perspective to planning that allows him to evaluate problems at the detail level, while always considering the big picture and keeping long-term focuses at the forefront of planning.

After a decade-plus of helping his many clients, David says that the key to creating long-lasting, trusting partnerships with his clients and their loved ones is to start at the beginning. With every new relationship, he spends time learning about his clients, not only the data components, but also their background, personal and financial goals, and what makes them tick. For David, this profession is about more than making money, it is about making a significant difference in the lives of clients and friends.

In his practice today, David spends most of his time working with pre-retirees and retirees, providing them with objective advice that is personalized just for them. This involves navigating the delicate balance between growth and preservation of their hard earned savings. As they arrive at this junction in their lives they are managing distribution planning, taxes, and other unforeseen expenses. David's thorough planning process has proven to be a tremendous asset to his clients as it seeks to help ease their financial worries during retirement and helps leave a lasting legacy when their journey is complete.

David is an Orange County native, born and raised. He is a lifelong member of St. John's Lutheran Church in Orange. He attended Orange Lutheran High School (1993), and Cal State Fullerton (1998) and graduated with dual bachelor's degrees in Business Administration (Finance and Marketing). He met his wife, Carolyn, in 2007, and they married in 2009. They are the proud parents of two daughters, Julia and Anna. They call the city of Orange home and plan to continue to do so for many years ahead. Their lives are focused on family time, traveling, and being active in their church. David enjoys all sports, particularly Angels baseball, and golfing when time permits.

David is an Investment Advisor Representative and holds his Series 65 registration with Trilogy Capital, Inc, his Series 7 and 63 registrations with LPL Financial, and also holds Life and Long Term Care licenses.

MEET DAVID'S TEAM MEMBERS
MARIE SHTILKIND
WEALTH ADVISOR
 
 
CALL DAVID DIRECT AT
(949) 221-8105 ext. 2164
  Strategic Partners

ASK DAVID A QUESTION

 

 
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